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Investment Management
Should investors dive into the blue economy?
A significant share of the global economy depends on ocean and clean water resources; yet, sustainability issues present a challenge for development.
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Investment Management
Key factors to consider when selecting thematic investments
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
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Investment Management
Three views on industrials
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.
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Investment Management
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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Investment Management
How to capitalise on emerging trends in green bonds
Biodiversity is the next frontier for green bond expansion and offers investors untapped opportunity.
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Investment Management
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Investment Management
What's the outlook for investors in decarbonisation?
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
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Investment Management
Connecting people to water: A vision for a conservation movement
Aquatic alliances can work to support ocean sustainability.
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Investment Management
Navigating the AI arms race
The AI trend is certain, the next step is to look at the players to identify who will be the likely winners and losers.
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Investment Management
Rewiring the economy for a net-zero world
Getting to net zero will require us to rewire the global economy and for select companies, it is a once-in-a-generation commercial opportunity.
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